Montag & Associates’s Dropbox DBX Stock Holding History

Montag & Associates’s Portfolio DBX Stock Details DBX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-531	Closed	-$15.7K	–	979
2023 Q4	$15.7K	Buy	+531	New	+$14.7K	﹤0.01%	719

Other funds holding DBX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Montag & Associates's DBX Position: Q1 2024 in Review

Montag & Associates sold out of Dropbox (DBX) in Q1 2024, closing a stake of 531 shares — an estimated $15.7K sold.

Montag & Associates first reported a position in DBX in Q4 2023 and held it in 1 quarter. The position peaked at $15.7K in Q4 2023. 446 funds tracked by Wall St. Rank hold DBX as of Q1 2024.

Montag & Associates reported no remaining Dropbox position as of Q1 2024 after selling out during the quarter.
Montag & Associates sold 531 Dropbox shares in Q1 2024, an estimated $15.7K.
Montag & Associates first reported a position in Dropbox in Q4 2023 and held it in 1 quarter.
Montag & Associates's Dropbox position peaked at $15.7K in Q4 2023.
446 funds tracked by Wall St. Rank held Dropbox as of Q1 2024.

Based on Montag & Associates's 13F filing for Q1 2024, filed 7 May 2024.